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2020: Q3 Market Review and Looking Ahead

Global Economies and Markets Q3 Market Review: The third quarter of 2020 began with investor optimism and continued stock market strength. Many areas of the capital markets saw positive returns [...]

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A Season of Upheaval – Commentary on 2020

Politics, a struggling economy, a global pandemic, and natural disasters: Commentary on 2020 – How you can stay the course with your finances during this tumultuous time? You will not hear [...]

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Q1 2020 Quarterly Market Review and Looking Ahead

Global Economies and Markets The first quarter of 2020 has been challenging on many levels. With the spread of the coronavirus throughout the U.S., our daily vocabulary now includes phrases like [...]

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My Investments: Seeing Beyond the Short-term View

The last few weeks have been difficult for everyone. It feels like our world has been turned upside down on many levels. The spread of the COVID-19 virus has affected almost all aspects of our [...]

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The Market Correction Continues – What You Should (and Shouldn’t) be Doing

As if the last two weeks haven’t been ugly enough for the capital markets, Monday, March 9, was another one for the record books with major indices seeing their biggest one-day losses since the [...]

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Fear Over Logic

This week in the market, the last week in February 2020, has been one for the record books. It’s hard to ignore as the news media is flashing big red text all over our TV screens, highlighting [...]

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2018 in Review and Looking Ahead

January 2019 If we had to pick one word to sum up the 2018 capital markets, that word would be “extremes”.  In the span of only a few months, we saw headlines touting both new highs and record [...]

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Financial Markets – Why Things Are Not Always as They Seem

It is likely that at some point in your daily routine – perhaps as you watch the news over breakfast or dinner, or as you check your phone throughout the day – you have heard all the [...]